Off the Road

Off the Road


Our ‘Off the Road’ webinar series allows you to engage with our Technical and Investment teams from afar as they deliver a wealth of useful technical and market-related content.

Welcome to our 'Off the Road' series

Our ‘Off the Road’ tour delivers a series of technical and investment webinars straight to your PC, so you can keep adding to your industry knowledge from home.

Whether new to the industry, or an experienced adviser looking for a refresher on some of the finer details, these sessions will put you in a strong position to help your clients.

To see what we have in store, select a webinar below, register your details and we’ll do the rest.

Vulnerable Customers
Speaker Name
Rachel Vahey
Speaker Job Title
Senior Technical Consultant
Speaker Firm
AJ Bell
Session Overview

Our Senior Technical Consultant, Rachel Vahey, will be talking to you about vulnerable customers and regulations introduced by the FCA to protect those who may be considered vulnerable.

During this online session, Rachel will help you to understand how potentially vulnerable customers can be identified; why you, as the adviser, must develop a policy and what that may policy comprise; and, to finish off, how the current environment may affect client vulnerability. 

This session is intended for professional financial advisers only.

About Rachel

Speaker Bio

Rachel is a Senior Technical Consultant helping financial advisers and planners understand the changing pensions and savings environment, as well as how new legislation and regulation affects them and their clients. She’s well known within the pensions and savings industry, and regularly speaks at AJ Bell events, alongside writing content and articles for our website.

Pensions and divorce
Speaker Name
Lisa Webster
Speaker Job Title
Senior Technical Consultant
Speaker Firm
AJ Bell
Session Overview

This week, our Senior Technical Consultant, Lisa Webster, will tackle the treatment of pensions following divorce via webinar.

During this session, Lisa will provide insight into the available options in respect of pensions when clients get divorced. She will also look at the practical issues associated with pension-sharing orders, the common pitfalls to be aware of, and the impact of a sharing order on any protections held by the client.

About Lisa

Speaker Bio

Lisa is an Economics graduate who has been in the financial services industry since 2003. Prior to joining AJ Bell in 2014 she spent nine years working in senior technical and consultancy roles at a major SIPP and SSAS provider. Lisa is part of our Technical Team, responsible for providing regulatory and technical analysis to the business and outside world. She is also a regular speaker at adviser events.

Ethical investing comes of age?
Speaker Name
Laura Suter
Speaker Job Title
Personal Finance Analyst
Speaker Firm
AJ Bell
Session Overview

Ethical investing, or ESG (‘Environmental, Social, and Governance’), has been a buzzword on the edges of the investment industry for decades, but now we’re starting to see people use their savings to back their ethics – with flows into ethical investment strategies starting to rise.

Our Personal Finance Analyst, Laura Suter, takes a look at what’s driving this trend, who the investors are who are backing these strategies and what their goals are. And as more money is drawn into ethical investing, how are investment companies responding? Do we all need to be wary of greenwashing and cynical grabs for assets?

About Laura

Speaker Bio

Laura Suter is personal finance analyst at AJ Bell. She is a multi-award winning former financial journalist, having specialised in investments. Laura joined AJ Bell from the Daily Telegraph, where she was investment editor. She has previously worked for adviser publications Money Marketing and Money Management, and has worked for an investment publication in New York. She has a degree in Journalism Studies from University of Sheffield.

COVID-19: Where are the markets now?
Speaker Name
Ryan Hughes
Speaker Job Title
Head of Active Portfolios
Speaker Firm
AJ Bell Investments
Session Overview

This week, Head of Active Portfolios Ryan Hughes takes a look at what has been happening to the global markets during these unprecedented times.

During this session, Ryan will cover the new policy announced by the Federal Reserve and where this all leaves the property market, before providing a roundup of his market outlook for the coming months.

 

About Ryan

Speaker Bio

Ryan started his career in 1999 working for an independent financial adviser, eventually progressing to become Head of Portfolio Management at an award-winning advisory firm. Ryan then joined a global asset management firm as a Fund Manager, where he oversaw more than £10bn of multi-asset portfolios and also sat on the investment and global asset allocation committees. After seven years, Ryan joined a small multi-asset boutique managing portfolios for clients all around the world, before joining AJ Bell three years later to help establish our investment capability. As Head of Active Portfolios, Ryan now oversees all actively managed investment solutions and fund research.

Beyond Staveley - Pensions and Inheritance Tax
Speaker Name
Charlene Young
Speaker Job Title
Senior Technical Consultant
Speaker Firm
AJ Bell
Session Overview

This week, our Senior Technical Consultant, Charlene Young, makes her debut in our ‘Off the Road’ webinar series – bringing you all the latest technical knowhow.

During this session, Charlene will put the infamous Staveley case under the microscope following the recent Supreme Court ruling. Charlene will also provide a brief refresher on pensions and IHT, before looking at the current complexities, and rounding off with a look ahead to potential new policies.

About Charlene

ETFs: did they pass the COVID test?
Speaker Name
Matt Brennan
Speaker Job Title
Head of Passive Portfolios
Speaker Firm
AJ Bell
Session Overview

Head of Passive Portfolios Matt Brennan joins us this week to take a look at Exchange-Traded Funds (ETFs) and how they performed during the COVID-19 disruption earlier on in the year.

During this session, Matt will assess active vs passive performance; ETF flows, liquidity and pricing during market volatility; and, to round up, the lessons both investors and advisers can take from 2020.

 

About Matt

Speaker Bio

Matt is responsible for the day-to-day running of the AJ Bell Funds, working with our investment team to further grow the range of investment options. He joined us with over six years’ experience in financial services, having previously worked at a leading provider of wealth management services as a Senior Fund Manager and Head of Fixed Income Research, with specific responsibility for managing a discretionary fixed income fund. He also formed part of a four-person fund management team that ran the company’s multi-asset funds. Matt graduated from the University of York with a first class Masters degree in Mathematics, and is a CFA Charter holder.

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